WLPWM
XLP icon

Walled Lake Planning & Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio XLP Stock Details XLP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,193
Closed -$546K – 93
2022
Q1 		$546K Sell
7,193
-8
-0.1% -$607 0.32% 41
2021
Q4 		$555K Buy
+7,201
New +$555K 0.32% 44